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Product scoring may vary based on gender, age, policy tenure and sum assured.
Gender
Male
Age Group
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
30 - 34
Sum Assured
₹ 1Cr
Active Funds • Large Cap Fund • BSE 100 - TRI
UTI Large Cap Fund(G)-Direct Plan
1 Finance Rank:
01
011 Finance Score:
81100
Sharpe Score
17
Sortino Score
17
Jensen's Score
21
Treynor Score
17
Information Ratio Score
19
Drawdown Score
48
Crash Recovery Score
54
P/E & P/B Score
91
Fund Mgr.Score
81
1 Finance Research updated as on July 2026 1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.
AUM
₹ 11,976 CrNAV
₹ 290.4646(As on 08-Sep-2026)R- Squared
0.9502%Fund Age
13 yearsNo. of Stocks
62(As on 31-Jul-2026)Expense Ratio
1.07%(As on 31-Aug-2026)
01
Active Funds • Large Cap Fund • BSE 100 - TRI
UTI Large Cap Fund(G)-Direct Plan
This fund ranks 1st out of 33 funds in its category.
AUM₹ 11,976 Cr
NAV₹ 290.4646(As on 08-Sep-2026)
R- Squared
0.9502%
Fund Age
13 years
No. of Stocks62(As on 31-Jul-2026)
Expense Ratio1.07%(As on 31-Aug-2026)
1 Finance Score: 81/100
Sharpe Score
17
Sortino Score
17
Jensen's Score
21
Treynor Score
17
Information Ratio Score
19
Drawdown Score
48
Crash Recovery Score
54
P/E & P/B Score
91
Fund Mgr.Score
81
Rolling Returns
| Avg. Rolling Returns | 1 year | 3 year | 5 year | 7 year |
|---|
| Avg. Rolling Returns |
|---|
| 1 Years |
| 3 Years |
| 5 Years |
| 7 Years |
"80% of mutual fund schemes lose 25% or more value due to commissions in 10 years." Source: 1 Finance Research
Fundamental Ratios
Score Trend
1000
Sharpe Ratio
0.0338Sortino Ratio
0.0546Treynor Ratio
0.0294Jensen's Alpha
-0.0009%Information Ratio
-0.0218Drawdown
-15.39%Crash Recovery
Not recovered yetP/E ratio
31.9P/B ratio
5Fund Age
13 yearsBeta
0.8911Std. Deviation
0.7767%*Most top-ranked mutual funds won't hold their rank for long. Source: 1 Finance Research
Portfolio summary
Asset Allocation
Equity
Debt
Others
95.69%
0.41%
3.9%
Market Capitalisation
Large Cap
82.96%
Mid Cap
10.47%
Small Cap
2.25%
Others
0%
Top Holdings
| Holding Names | Assets (%) |
|---|---|
| ICICI Bank Ltd. | 9.46% |
| HDFC Bank Ltd. | 8.87% |
| Reliance Industries Ltd. | 5.10% |
| Kotak Mahindra Bank Ltd. | 4.45% |
| Infosys Ltd. | 4.33% |
*Most active equity funds don't beat their own benchmark over the long run. Source: 1 Finance Research
*Portfolio summary is updated on July 2026.
*A strong-looking portfolio on paper may still clash with your needs. Make sure to align it with your needs and time horizon.
Peer comparison
| Fund List | 1 F score | Fund Size | Expense Ratio |
|---|
*1F Score is updated quarterly, expense ratio was updated on N/A. CAGR is updated daily.
Pros and Cons
Pros
Strong Sharpe ratio indicating superior risk-adjusted returns.
The fund’s active bets are paying off relative to its benchmark, reflected in a high Information Ratio.
Lower P/E and P/B ratios suggest an attractive entry price with a margin of safety in the portfolio.
Cons
This fund doesn't have any cons.
Should you invest?
Invest if you are :
- Looking for stable, long-term wealth creation with lower volatility. Preferring established blue-chip companies with proven track records. A conservative equity investor seeking steady compounding.
Avoid if you are :
- Seeking high short-term returns. Comfortable with higher risk for potentially higher returns from mid/small caps.
*Most financial mistakes aren't about money — they're about personality. Find yours with MoneySign®
Taxation
If sold before 1 year
- short-term capital gains taxed at 20%.
If sold after 1 year
- long-term capital gains above ₹1.25 lakh taxed at 12.5%.
Scheme Details
Scheme Objective
- The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Exit Load
- Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Minimum investment amount
Lumpsum
₹ 100 (open for subscription)
Other details
Founded In2013
Email Addressservice@uti.co.in
| Fund Manager Name | Total Exp. (Years) | No. of Funds Managed |
|---|---|---|
| Karthikraj Lakshmanan | 22.4 | 3 |
About UTI MF
- Known for its extensive research capabilities and prudent risk management, UTI Mutual Fund is one of India’s oldest and largest AMCs, serving millions of investors across a broad spectrum of mutual fund products.
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Frequently Asked Questions
Are equity funds risky?
Yes, equity mutual funds do involve market risk because their returns depend on stock price changes. However, what seems risky for one person may not be for another. So the question is: Are equity mutual funds risky for you? To understand your overall financial personality, check our MoneySign®.
Talk to a Qualified Financial Advisor before making any financial decisions.
Talk to a Qualified Financial Advisor before making any financial decisions.
What is the minimum amount I need to start investing in an equity mutual fund?
You can start investing in equity mutual funds with as little as ₹500 a month through SIPs or ₹1,000 as a one-time payment. The amount you decide to invest should align with your budget and financial goals.
How long should I stay invested in equity mutual funds?
Equity mutual funds are well-suited for your long-term goals. It is best to keep your mutual fund investment for at least 7 to 10 years. The longer you invest, the more you can benefit from rupee-cost averaging and compounding, which helps grow your wealth. When opting for equity mutual funds, be sure to consider your investment horizon, though this should not be the only factor.
How many equity funds should I hold?
Most investors should consider holding no more than 2 to 3 well-diversified equity funds. Having too many funds can lead to overlap (owning the same stocks under different names). Therefore, focus on choosing high-quality, consistent funds rather than trying to hold too many. If you have too many mutual funds, check the Mutual Fund Overlap Calculator to identify overlap in your portfolio.
How much of your portfolio should be in equity funds?
Your ideal investment mix depends on several personal factors, including your age, profession, financial responsibilities, demographic profile, emergency fund levels, and overall financial personality. Avoid oversimplified formulas like the 50/30/20 rule or "100 minus your age" for determining equity allocation. These rules are outdated and overly generic. A personalised financial plan is far more effective because it aligns your portfolio with your real-life circumstances, helping you manage risk better and achieve more meaningful long-term results.
What is the difference between direct and regular plans?
Direct plans are purchased directly from the Asset Management Company (AMC) without distributor commissions, resulting in lower expense ratios and potentially higher long-term returns. In contrast, regular plans are sold through intermediaries and include commission costs within the expense ratio.
Can I switch from a regular plan to a direct plan for equity mutual funds?
Yes, you can. You are allowed to switch from one plan to another; however, this is treated as a redemption and reinvestment, which can trigger capital gains tax and may have exit load implications. Ensure you review your holding period and tax efficiency before making the switch, or consult your financial advisor.
How do I choose between large-cap, mid-cap, and small-cap funds?
Investors should allow the fund manager to determine the appropriate mix of large-cap, mid-cap, and small-cap exposure, rather than attempting to manage it themselves. This is why investing in a flexi cap fund is often a better choice; it provides the fund manager with the flexibility to adjust allocations based on market conditions, making it more suitable than holding separate mid-cap, small-cap, or sector-specific funds.
Disclaimer
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Don't chase past returns.
Build a portfolio for the future
Our Advisory Includes
- Portfolio diversification
- Mutual fund tax harvesting
- Fund overlap check & more